Financial Adviser
· SYDNEY, NSW
Catherine Kayess
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272101
Catherine Kayess is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Catherine is currently authorised under Oreana Financial Services Pty Ltd. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Business Administration) from RMIT University. Catherine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Business Administration)
RMIT University
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Self-Managed Superannuation Funds, Margin Lending Facility, Aged Care and Listed Securities (Portfolios > $300k).
Source: ASIC Financial Advisers Register